See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,114 | $214,378-92.0% | $200,582-91.5% | $142,382-88.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 25.36% | 46.41%-21.0pp | 42.33%-17.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,188 | $6,841-82.6% | $6,419-81.5% | $4,299-72.4% |
| Participant deferral / active EE | $4,558 | $9,865-53.8% | $9,331-51.2% | $6,507-30.0% |
| Admin fee / account holder | $238 | $17,692-98.7% | $16,305-98.5% | $12,624-98.1% |